Ogden Wealth
Financial Services - Winter Park, FL, US
Ogden Wealth Employees
Ogden Wealth Senior Management
Ogden Wealth Details
Ogden Wealth is a Maitland, FL based wealth management firm founded by Michelle Ogden in 2007. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to empower you to live a life by design, not by default. We strive to do the complex work for you and help provide the guidance along the way so YOU can focus on WHAT MATTERS MOST and achieve the best "RETURN ON LIFE" possible.At Ogden Wealth it is our goal to inspire you to live your life by design – not by default. We give you permission to dream again. Once you share with us what that looks like for you, we'll help you make wise decisions along the way that support that preferred future. Making the best decisions can only be accomplished by providing you with the tools and education required to stick with the plan. It is imperative for you to see where you are going in order to forgo some of the pleasantries of today. We also help you see visually how the right (or wrong) decisions impact your tomorrow in order to keep you on track.Our relationships is built on trust, open communication & a desire to build a plan that not only fits your lifestyle, but one that leaves you feeling prepared to weather life's trials and seize life's opportunities. Throughout our process, you gain a complete view of your wealth and understand each of the integrated components including:• Life Planning – What truly matters to YOU• Disciplined Portfolio Management• Risk Management• Estate Planning• Tax Planning• Planned Giving / Philanthropy / Legacy PlanningDisclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
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